Position in EXC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$276,766
+$29,786 QoQ
Shares Held
5,646
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026PDS Planning, Inc holds $7,043,999 across 15 Utilities - Regulated Electric names. EXC ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,664 | $1,919,272 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,428 | $1,104,742 | |
| 3 | SO |
Southern Co
|
6,319 | $609,909 | |
| 4 | DUK |
Duke Energy CORP
|
4,232 | $554,138 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
5,254 | $425,311 | |
| 6 | KEP |
Korea Electric Power Corp
|
27,947 | $398,244 | |
| 7 | NGG |
National Grid PLC
|
4,161 | $352,020 | |
| 8 | EXC |
Exelon Corp
This page
|
5,646 | $276,766 |
All Filings in EXC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,766 | 5,646 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $246,980 | 5,666 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $285,813 | 6,350 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $245,062 | 5,644 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $239,984 | 5,208 | Shares | Sole | 2025-04-24 | |
| 2023-09-30 | $206,635 | 5,468 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $225,292 | 5,530 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||